Elite Capital Management Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144228
- Registered since
- February 20, 2009
- Website
- www.elitecapgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Banking / Thrift Institutions100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Elite Capital Management Group, LLC is an SEC-registered institutional RIA organized as an LLC and operating as a capital allocator for institutional clients. The firm focuses on portfolio management for businesses and institutions and on selecting third‑party advisers rather than retail wealth management. Its fee model is a percentage of assets under management. Elite does not identify as an active ESG investor and is not a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds52%
- US Government Bonds29%
- State & Local Bonds8%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Fernando Arrue
Portfolio AdministratorCRD 6218329
Matthew Butler
FounderCRD 2221947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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